Strong Performance and Low Overhead
With an administrative/investment fee of 2.5 percent or less, we effectively work with a team of professionals to put your dollars to work for the community.
As a community foundation, the Three Rivers Community Foundation holds the charitable endowment for this community in perpetuity. As stewards of our donors' funds, we have three main investment priorities:
- Uphold fiduciary responsibility,
- Maximize income commensurate with preservation of principal, and
- Maximize long-term growth of principal while avoiding excessive risk.